Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (URTH)

271 + Investors. Track Smart Money conviction in URTH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — URTH

Based on 274 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added URTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
274 hedge funds hold URTH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

126 buying108 selling
Last quarter: 126 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 41 → 40 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
145 out of 274 hedge funds have held URTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~41 new funds/quarter

34 → 34 → 41 → 40 → 41 new funds/Q
New funds entering each quarter: 34 → 41 → 40 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 278 holders: 160 (58%) are 2+ year veterans, 46 entered 1–2 years ago, and 72 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
34 of 272 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in URTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — URTH

In 2026 Q2, 126 hedge funds were net buyers of URTH (41 opened a new position, 85 added to an existing one), while 108 reduced or exited (79 trimmed, 29 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in URTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 274.

Hedge Fund Ownership: URTH

How many hedge funds hold URTH — quarterly history vs. share price
Quarterly hedge fund ownership of URTH vs. share price

Market Analysis: URTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: URTH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 6 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: URTH
271 + Investors

Track Smart Money conviction in URTH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 271 262 3.44%
13F Shares 18M 16M 12.19%
Total Value $3.55B $2.81B 26.27%
New Positions 41 40 +1
Increased Positions 83 68 +15
Closed Positions 30 30 -
Reduced Positions 77 80 -3
Total Calls 1 1 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 5.0 6.0 Bearish

Statistics: URTH

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Institutional Holders (2026 Q2)

271 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in URTH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 URTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LTS Liquid Investments LLC 27.50% 253,710 $51.4M
2 Fulcrum Equity Management 6.86% 46,192 $9.4M
3 Investments & Financial Planning, LLC 5.50% 57,341 $11.6M
4 Keystone Global Partners, LLC 5.40% 70,495 $14.3M
5 Inherent Management Corp. 4.77% 60,650 $12.3M
6 Pictet North America Advisors SA 3.10% 173,508 $35.2M
7 Hyposwiss Advisors SA 2.90% 15,115 $3.1M
8 Obermeyer Wealth Partners 2.70% 326,282 $66.1M
9 GAM Holding AG 2.28% 144,437 $26.0M
10 Lavelle Capital LP 2.24% 25,688 $5.2M
11 P/E Global LLC 1.91% 146,536 $29.7M
12 Mount Capital Ltd 1.81% 23,725 $4.8M
13 Dara Capital US, INC. 1.45% 10,400 $2.1M
14 Sheridan Capital Management, LLC 1.41% 14,469 $2.9M
15 Asset Advisory Group, Inc. 1.19% 13,435 $2.7M
16 National Philanthropic Trust 1.18% 403,374 $81.7M
17 Fischer Investment Strategies, LLC 1.13% 11,702 $2.4M
18 Angeles Wealth Management, LLC 1.04% 112,562 $22.8M
19 Beam Wealth Advisors, INC. 0.94% 21,030 $3.8M
20 Barings LLC 0.91% 251,883 $51.0M
21 KDT Advisors, LLC 0.87% 3,100 $628K
22 Barrow Hanley Mewhinney & Strauss LLC 0.83% 1,357,858 $275.2M
23 Arizona PSPRS Trust 0.83% 109,386 $22.2M
24 Empire Life Investments Inc. 0.80% 70,643 $14.3M
25 Compagnie Lombard Odier SCmA 0.74% 337,316 $68.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Inc (URTH)

What does the Smart Money Trend signal show for URTH?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added URTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for URTH?

Slight buying edge — 54% buying: Last quarter: 126 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for URTH holders?

Elite ownership — 41% AUM from top-100 funds: 34 of 272 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in URTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held URTH?

53% of holders stayed for 2+ years: 145 out of 274 hedge funds have held URTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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